CMG Global Holdings as of March 31, 2024
Portfolio Holdings for CMG Global Holdings
CMG Global Holdings holds 92 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.2 | $13M | 184k | 72.63 | |
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.2 | $7.5M | 166k | 45.31 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.7 | $6.9M | 13k | 523.08 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.1 | $6.0M | 14k | 444.01 | |
United Parcel Service CL B (UPS) | 4.0 | $5.9M | 40k | 148.63 | |
Apple (AAPL) | 3.9 | $5.7M | 33k | 171.48 | |
General Electric Com New (GE) | 3.6 | $5.3M | 30k | 175.53 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.1 | $4.5M | 8.1k | 556.40 | |
Ishares Tr Russell 2000 Etf (IWM) | 2.8 | $4.1M | 20k | 210.30 | |
Amazon (AMZN) | 2.8 | $4.1M | 23k | 180.38 | |
Schwab Charles Family Amt Tax Free Mny (SCTXX) | 2.5 | $3.6M | 3.6M | 1.00 | |
Chevron Corporation (CVX) | 2.3 | $3.4M | 22k | 157.74 | |
Eli Lilly & Co. (LLY) | 2.2 | $3.2M | 4.1k | 777.91 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $3.1M | 12k | 259.90 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $3.1M | 7.4k | 420.52 | |
Microsoft Corporation (MSFT) | 2.0 | $2.9M | 6.9k | 420.71 | |
Exxon Mobil Corporation (XOM) | 1.9 | $2.8M | 24k | 116.24 | |
Spdr Gold Tr Gold Shs (GLD) | 1.6 | $2.4M | 12k | 205.72 | |
T Rowe Price Etf Cap Appreciation (TCAF) | 1.6 | $2.3M | 78k | 30.23 | |
Cisco Systems (CSCO) | 1.5 | $2.2M | 43k | 49.91 | |
Ishares Tr Select Divid Etf (DVY) | 1.4 | $2.1M | 17k | 123.18 | |
Verizon Communications (VZ) | 1.4 | $2.0M | 48k | 41.96 | |
Bank of America Corporation (BAC) | 1.4 | $2.0M | 53k | 37.92 | |
Boeing Company (BA) | 1.2 | $1.8M | 9.1k | 192.99 | |
Wal-Mart Stores (WMT) | 1.2 | $1.7M | 28k | 60.17 | |
Texas Instruments Incorporated (TXN) | 1.1 | $1.6M | 9.4k | 174.21 | |
Procter & Gamble Company (PG) | 1.1 | $1.6M | 9.8k | 162.25 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $1.5M | 9.0k | 169.36 | |
Altria (MO) | 1.0 | $1.5M | 34k | 43.62 | |
Select Sector Spdr Tr Indl (XLI) | 1.0 | $1.4M | 12k | 125.96 | |
Select Sector Spdr Tr Financial (XLF) | 1.0 | $1.4M | 34k | 42.12 | |
Enterprise Products Partners (EPD) | 1.0 | $1.4M | 49k | 29.18 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.0 | $1.4M | 13k | 108.92 | |
Ishares Tr Tips Bd Etf (TIP) | 0.9 | $1.4M | 13k | 107.41 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $1.4M | 9.1k | 147.73 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $1.3M | 17k | 76.36 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.9 | $1.3M | 40k | 32.23 | |
Oracle Corporation (ORCL) | 0.9 | $1.3M | 10k | 125.61 | |
Charles Schwab Corporation (SCHW) | 0.8 | $1.2M | 16k | 72.34 | |
Home Depot (HD) | 0.8 | $1.1M | 2.9k | 383.61 | |
Caterpillar (CAT) | 0.7 | $1.1M | 3.0k | 366.39 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $1.1M | 12k | 90.91 | |
Target Corporation (TGT) | 0.7 | $1.1M | 6.0k | 177.21 | |
NVIDIA Corporation (NVDA) | 0.6 | $876k | 969.00 | 903.80 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $833k | 4.2k | 200.28 | |
Abbvie (ABBV) | 0.5 | $698k | 3.8k | 182.10 | |
Costco Wholesale Corporation (COST) | 0.5 | $693k | 945.00 | 732.93 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $681k | 4.5k | 150.93 | |
Adobe Systems Incorporated (ADBE) | 0.5 | $659k | 1.3k | 504.60 | |
Waste Management (WM) | 0.4 | $634k | 3.0k | 213.15 | |
Ford Motor Company (F) | 0.4 | $605k | 46k | 13.28 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $567k | 8.6k | 65.65 | |
Merck & Co (MRK) | 0.4 | $541k | 4.1k | 131.95 | |
Micron Technology (MU) | 0.4 | $527k | 4.5k | 117.89 | |
Pfizer (PFE) | 0.3 | $466k | 17k | 27.75 | |
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.3 | $464k | 7.3k | 63.17 | |
Pepsi (PEP) | 0.3 | $461k | 2.6k | 175.01 | |
Philip Morris International (PM) | 0.3 | $449k | 4.9k | 91.63 | |
McDonald's Corporation (MCD) | 0.3 | $448k | 1.6k | 281.95 | |
Intel Corporation (INTC) | 0.3 | $438k | 9.9k | 44.17 | |
Norfolk Southern (NSC) | 0.3 | $435k | 1.7k | 254.87 | |
Vanguard World Health Car Etf (VHT) | 0.3 | $424k | 1.6k | 270.47 | |
Sterling Construction Company (STRL) | 0.3 | $419k | 3.8k | 110.31 | |
Johnson & Johnson (JNJ) | 0.3 | $412k | 2.6k | 158.19 | |
Duke Energy Corp Com New (DUK) | 0.3 | $401k | 4.1k | 96.71 | |
Netflix (NFLX) | 0.3 | $388k | 638.00 | 607.33 | |
Wells Fargo & Company (WFC) | 0.3 | $369k | 6.4k | 57.96 | |
Meta Platforms Cl A (META) | 0.3 | $368k | 758.00 | 485.40 | |
Lockheed Martin Corporation (LMT) | 0.3 | $366k | 805.00 | 454.87 | |
Starbucks Corporation (SBUX) | 0.2 | $352k | 3.9k | 91.39 | |
Southern Company (SO) | 0.2 | $352k | 4.9k | 71.74 | |
At&t (T) | 0.2 | $350k | 20k | 17.60 | |
Walt Disney Company (DIS) | 0.2 | $343k | 2.8k | 122.36 | |
Sprouts Fmrs Mkt (SFM) | 0.2 | $322k | 5.0k | 64.48 | |
Qualcomm (QCOM) | 0.2 | $313k | 1.9k | 169.30 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $305k | 4.4k | 70.00 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $299k | 2.3k | 129.35 | |
Atmos Energy Corporation (ATO) | 0.2 | $259k | 2.2k | 118.87 | |
Eaton Corp SHS (ETN) | 0.2 | $256k | 820.00 | 312.68 | |
Phillips 66 (PSX) | 0.2 | $238k | 1.5k | 163.34 | |
SYSCO Corporation (SYY) | 0.2 | $235k | 2.9k | 81.18 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $234k | 7.4k | 31.62 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $233k | 1.5k | 152.31 | |
Bristol Myers Squibb (BMY) | 0.2 | $229k | 4.2k | 54.23 | |
ConocoPhillips (COP) | 0.2 | $227k | 1.8k | 127.28 | |
Coca-Cola Company (KO) | 0.2 | $225k | 3.7k | 61.18 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $221k | 14k | 15.73 | |
Deere & Company (DE) | 0.1 | $218k | 531.00 | 410.74 | |
Abbott Laboratories (ABT) | 0.1 | $216k | 1.9k | 113.66 | |
BP Sponsored Adr (BP) | 0.1 | $210k | 5.6k | 37.68 | |
BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $121k | 12k | 9.79 | |
Sirius Xm Holdings | 0.1 | $73k | 19k | 3.88 |